Filed July 20, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,818 | $96,635+160.6% | $86,612+190.7% | $139,434+80.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.51% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $5,789 | $3,263+77.4% | $3,022+91.5% | $4,751+21.9% |
| Participant deferral / active EE | $12,182 | $4,836+151.9% | $4,438+174.5% | $6,710+81.5% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |